Here is the schedule of speakers today the Ira Sohn conference
Here is last year's Ira Sohn conference scorecard
I'm looking forward to Druckenmiller, Gundlach, Einhorn and Schreiber. Some focus on stock picking but a handful of the speakers will have thoughts on global macro and they may touch on forex like Druckenmiller did in 2013 when he said to short the Australian dollar.
All times are ET (GMT -4)
12:00 Opening Remarks: Doug Hirsch, Co-Chair, Sohn Conference Foundation
12:05 Larry Robbins, Founder, Portfolio Manager and CEO, Glenview Capital Management LLC
12:25 Carson Block, Chief Investment Officer, Muddy Waters Capital LLC
12:45 John Khoury, Founder and Managing Partner, Long Pond Capital, LP
1:05 Chamath Palihapitiya, Founder and CEO, Social Capital LP
1:25 Intermission
1:55 Jeffrey Smith, Managing Member, Chief Executive Officer, and Chief Investment Officer, Starboard Value LP
2:15 Richard Deitz, Founder, President and Fund Manager, VR Capital Group Ltd.
2:35 Stanley Druckenmiller, Chairman and Chief Executive Officer, Duquesne Family Office LLC
2:55 Eli Manning, Sohn-Manning Pediatric Cancer Survivorship Program at Hackensack University Medical Center
3:10 Jeffrey Gundlach, Chief Executive Officer, DoubleLine Capital LP
3:30 Intermission
4:00 Zachary Schreiber, Chairman, Chief Executive Officer and Chief Investment Officer, PointState Capital LP
4:20 Sohn Idea Contest Winner
4:35 Adam Fisher, Co-Founder and Chief Investment Officer, Commonwealth Opportunity Capital GP LLC
4:55 Dan Ariely, James B. Duke Professor of Psychology & Behavioral Economics, Duke University
5:15 David Einhorn, President, Greenlight Capital, Inc.
5:35 James Chanos, Founder and Managing Partner, Kynikos Associates LP
5:55 Closing Remarks: Dan Nir, Co-Chair, Sohn Conference Foundation
Robbins started off talking about longs in Brookdale Senior Living and Abbvie that he talked about last year. Both companies were beaten up hard.
